Stock Movers

Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:
- Equinix (EQIX) shares rally about 8% in premarket trading on Thursday after the data center operator’s 2026 revenue guidance beat the average analyst estimate. Analysts are positive about the increased bookings and highlight a boost to the company’s forecast from accelerated AI demand.

- Coinbase (COIN) stock regained some ground in after-hours trading even though the crypto exchange operator reported revenue that fell short of expectations. Quarterly results weakened relative to the third quarter because of market conditions, with Coinbase reporting a loss of $2.49 a share and revenue down almost 22% to $1.78 billion.

- Applied Materials (AMAT) surged 10% in late trading after delivering a surprisingly upbeat sales forecast, signaling that demand for artificial intelligence and memory semiconductors is fueling equipment purchases. The company expects revenue of approximately $7.65 billion in the fiscal second quarter, and Chief Executive Officer Gary Dickerson said “the acceleration of industry investments in AI computing” is powering the company’s results.
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Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:
- Cisco (CSCO) suffered its worst stock decline in more than two years after giving a weaker-than-expected forecast for profitability. The company's adjusted gross margin will be roughly 66% in the quarter that runs through April, which is lower than the 68.2% estimated by analysts.

- Logistics stocks sank Thursday as investors rushed to exit the group amid fears over disruption from artificial intelligence, making it the latest casualty of the “AI scare trade.” The Russell 3000 Trucking Index dropped 7.8%, with CH Robinson Worldwide (CHRW) at one point plunging by a record 24%, and Landstar System falling 18%.

- CBRE Group shares drop as much as 15%, extending losses for a second consecutive day amid ongoing concerns about the impact of artificial-intelligence tools on the industry. The company said during its earnings call that the outlook remains uncertain and it would be ‘possible’ for AI to reduce long-term office space demand
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On this episode of Stock Movers:

- Equinix (EQIX) shares rally after the data center operator’s 2026 revenue guidance beat the average analyst estimate. Analysts are positive about the increased bookings and highlight a boost to the company’s forecast from accelerated AI demand.

- Crocs (CROX) shares jump after the footwear company’s fourth-quarter adjusted EPS and revenue easily beat Street estimates and annual guidance also was ahead of consensus expectations.

- Viking Therapeutics (VKTX) gains after the biotech said it plans to advance its oral obesity drug to Phase 3 in the third quarter of this year.
See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- Cisco (CSCO) shares fall after the company gave a weaker-than-expected forecast for profitability in the current quarter, spurring concerns that mounting memory-chip prices are taking a toll on the company.
- AppLovin (APP) shares are down after the mobile-app marketing company reported its fourth-quarter results and gave an outlook. While both were above consensus expectations on key metrics, they may not be strong enough to assuage recent concerns over AI-related disruption.
- Equinix (EQIX) shares rally after the data center operator’s 2026 revenue guidance beat the average analyst estimate. Analysts are positive about the increased bookings and highlight a boost to the company’s forecast from accelerated AI demand.
See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:

- Coal stocks rise after the Trump administration ordered the Pentagon to purchase electricity from coal plants and announced funding for upgrades to coal facilities.

- Fastly (FAST) shares soar after the infrastructure software company’s fourth-quarter results beat expectations and it gave a robust full-year forecast. William Blair upgraded their recommendation on the stock.

- Unilever (ULVR) shares fall, weighed down by what Jefferies analysts described as “cautious” 2026 guidance and a slow start to the year that “threatens 1Q consensus.” The stock was also dealt a blow by a plunge in Magnum Ice Cream Co., in which the consumer-goods maker retains a near 20% stake following December’s spinoff. Magnum shares fell as much as 16% after results and guidance disappointed analysts.
See omnystudio.com/listener for privacy information.